GMOIGMO ETF TRUST
CUSIP 90139K407 · Yahoo Finance ↗ · Google Finance ↗
Gmo Etf Trust (GMOI) has 42 institutional holders in Filings Flow’s 13F database, together reporting 6.32M shares worth $229M as of Q1 2026. The largest reported holders are Signature Estate & Investment Advisors LLC, Pinnacle Associates Ltd, and Hightower Advisors, LLC.
Institutional Holders
42
Q1 2026
Reported Value
$229M
Ticker
GMOI
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FIDELITY D & D BANCORP INC$249M AUM | 6.47% | $16M | 445.2K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 3.63% | $9M | 261.8K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 1.94% | $96M | 2.64M | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.66% | $3M | 78.7K | Q1 2026 |
| Orcam Financial Group$141M AUM | 0.54% | $762,642 | 21.1K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.49% | $1M | 41.8K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.39% | $779,561 | 21.5K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.35% | $27M | 757.5K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.29% | $3M | 70.0K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.23% | $2M | 49.8K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.19% | $326,739 | 10.5K | Q3 2025OLDER |
| Aspen Investment Management Inc$327M AUM | 0.12% | $388,000 | 10.7K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.10% | $425,703 | 11.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.07% | $2M | 58.4K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $630,670 | 17.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $2M | 52.1K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $559,481 | 15.4K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.03% | $43,476 | 1.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $26M | 709.5K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $28,441 | 785 | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $337,736 | 9.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $807,395 | 22.3K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.01% | $72,460 | 2.0K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $4M | 97.9K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $528,227 | 14.6K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.01% | $35,000 | 986 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $72,460 | 2.0K | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $13,405 | 370 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $858,000 | 23.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 208.7K | Q1 2026 |
| HORIZON BANCORP INC /IN/$208M AUM | 0.00% | $4,000 | 132 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 379.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 268.9K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $10,540 | 291 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $211,112 | 5.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $571,456 | 15.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $60,423 | 1.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 80.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $861,658 | 23.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $147,809 | 4.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $4,529 | 125 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $21,376 | 590 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,543 | 291 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $72,460 | 2.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $11,920 | 329 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $33,954 | 1.2K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $37,173 | 1.1K | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $41,302 | 1.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.